Cahaba Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,361
| Closed | -$211K | – | 85 |
|
|
2020
Q1 | $211K | Sell |
7,361
-1,330
| -15% | -$38.1K | 0.05% | 67 |
|
|
2019
Q4 | $467K | Sell |
8,691
-437
| -5% | -$23.5K | 0.1% | 52 |
|
|
2019
Q3 | $460K | Buy |
9,128
+111
| +1% | +$5.59K | 0.11% | 53 |
|
|
2019
Q2 | $426K | Buy |
9,017
+317
| +4% | +$15K | 0.11% | 53 |
|
|
2019
Q1 | $420K | Buy |
8,700
+60
| +0.7% | +$2.9K | 0.11% | 52 |
|
|
2018
Q4 | $398K | Sell |
8,640
-59
| -0.7% | -$2.72K | 0.12% | 55 |
|
|
2018
Q3 | $454K | Buy |
8,699
+300
| +4% | +$15.7K | 0.15% | 48 |
|
|
2018
Q2 | $473K | Buy |
8,399
+259
| +3% | +$14.6K | 0.16% | 44 |
|
|
2018
Q1 | $418K | Sell |
8,140
-701
| -8% | -$36K | 0.16% | 41 |
|
|
2017
Q4 | $536K | Buy |
8,841
+86
| +1% | +$5.21K | 0.22% | 41 |
|
|
2017
Q3 | $483K | Buy |
+8,755
| New | +$483K | 0.22% | 40 |
|